Michael T. Meechan, CFA
New York,NY
Summary
I am a CFA Charterholder with over six years of experience in financial markets seeking opportunities for professional growth. I specialize in making complex data easy to understand. I take pride in seeing how different pieces of information fit together and using that insight to ask the right questions. I leverage this skill to provide actionable macroeconomic research, analyze investments, and construct multi-asset class portfolios to preserve and enhance wealth for high-net-worth families. I enjoy working with talented and passionate people as I believe collaborating with other solution-oriented colleagues achieves superior results.
Overview
7
7
years of professional experience
Work History
Senior Investment Analyst
Ladenburg
New York, NY
08.2018 - Current
- Assist with tactical asset allocation and manager selection for the firm’s $4.5 billion multi-asset class model portfolios.
- Lead the firm’s Investment Consulting Services (ICS) program consisting of over 90 accounts cumulatively totaling $850 million. The ICS program is a comprehensive, personalized investment management program designed to help high-net-worth individuals, college endowments, pension funds, and the like entities accumulate and preserve their wealth.
- Responsible for the construction of the Ladenburg Investment Research (LIR) list. Detailed due diligence through quantitative analysis and manager meetings narrows down a universe of over 10,000 mutual funds and ETFs to 160 best-in-class products across more than 40 Morningstar Categories.
- Directed the integration of two acquired asset management firms with combined AUMs of $500 million into the Ladenburg suite of portfolios. Oversaw the alignment of investment strategies, strategic tax optimization, and seamless consolidation of client portfolios to enhance the value proposition of the combined entity.
- Well-honed written and public speaking skills; developed through authoring white papers and weekly market updates, daily portfolio review meetings with Financial Advisors, as well as main stage presentations at regional and national conferences.
Research Intern
Ladenburg
09.2017 - 08.2018
- Provided weekly model performance and market updates to a network of over 4200 Financial Advisors.
- Generated and analyzed hundreds of client portfolios using Morningstar Direct.
Client Finance Intern
WaveMaker
New York, NY
06.2017 - 08.2017
- Supported associates with recording client billings and revenue collections.
- Spearheaded a 20-minute presentation in an intern competition, outlining a $40 million media plan for our client (Bausch & Lomb), delegating, and justifying advertising expenditures to various media channels.
Education
Bachelor of Arts in Economics -
Fordham University – College At Rose Hill
05.2018
Chartered Financial Analyst (CFA) -
CFA Institute
01-2023
Skills
- Microsoft Excel and PowerPoint
- Morningstar Direct
- Bloomberg
- Envestnet
- Series 7
- Series 66
- Securities Industry Essentials (SIE)
Personal Blog
Insights on the stock market, economy, and more through compelling facts
https://substack.com/@marketsdontmind?utm_source=profile-page
Timeline
Senior Investment Analyst
Ladenburg
08.2018 - Current
Research Intern
Ladenburg
09.2017 - 08.2018
Client Finance Intern
WaveMaker
06.2017 - 08.2017
Bachelor of Arts in Economics -
Fordham University – College At Rose Hill
Chartered Financial Analyst (CFA) -
CFA Institute